Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Raquel TorresJ.P. Morgan Securities LLCSantander Securities LLC09-24-2018
Antonina GuryevaJ.P. Morgan Securities LLCSantander Securities LLC09-17-2018
Nezar Khalil HajabedJ.P. Morgan Securities LLCSantander Securities LLC08-31-2018
Mevlud DodicJ.P. Morgan Securities LLCSantander Securities LLC08-09-2018
Robert William Sim Jr.J.P. Morgan Securities LLCSantander Securities LLC08-03-2018
Andy MartinezJ.P. Morgan Securities LLCSantander Securities LLC06-28-2018
Jason John KanderJ.P. Morgan Securities LLCSantander Securities LLC06-20-2018
Ian MiciekJ.P. Morgan Securities LLCSantander Securities LLC06-14-2018
Louis Joseph CuomoJ.P. Morgan Securities LLCSantander Securities LLC$2505-15-2018
Jonathan DicentJ.P. Morgan Securities LLCSantander Securities LLC04-03-2018
Jose A ZambranoJ.P. Morgan Securities LLCSantander Securities LLC01-02-2018
Christopher J NastriJ.P. Morgan Securities LLCSantander Securities LLC08-30-2017
Karen Ann SmithJ.P. Morgan Securities LLCSantander Securities LLC06-30-2017
Oleksii BulinskyiJ.P. Morgan Securities LLCSantander Securities LLC06-27-2017
Essence ValdezJ.P. Morgan Securities LLCSantander Securities LLC04-15-2016
Robert Louis SampogneJ.P. Morgan Securities LLCSantander Securities LLC02-09-2016
Joseph James BalsamoJ.P. Morgan Securities LLCSantander Securities LLC10-21-2015
Omone Christopher UmassorJ.P. Morgan Securities LLCSantander Securities LLC08-28-2015
Thomas Joseph LaughlinJ.P. Morgan Securities LLCSantander Securities LLC07-27-2015
Joel SalcedoJ.P. Morgan Securities LLCSantander Securities LLC05-18-2015
Louis Stephen VaradyJ.P. Morgan Securities LLCSantander Securities LLC05-11-2015
Seamus Joseph Whalen IIIJ.P. Morgan Securities LLCSantander Securities LLC$5004-14-2015
Prinya SommalaJ.P. Morgan Securities LLCSantander Securities LLC03-23-2015
Robert Thomas SkuncikJ.P. Morgan Securities LLCSantander Securities LLC02-06-2015
Francis Asugya AbangaJ.P. Morgan Securities LLCSantander Securities LLC11-03-2014
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Showing 26 to 50 of 60 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.